Best Enterprise Content Management (ECM) Software for Microsoft Dynamics 365

The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.

UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.

AvePoint is the only provider of complete data management solutions for digital collaboration platforms. Our AOS platform boasts the largest software-as-a-service userbase in the Microsoft 365 ecosystem. AvePoint is trusted by more than 7 million people worldwide to manage and protect their cloud investments. Our SaaS platform offers enterprise-grade support and hyperscale security. We are available in 12 Azure data centers. Our products are available in 4 languages. We offer 24/7 support and have market-leading security credentials like FedRAMP and ISO 27001 in-process. Organizations that leverage Microsoft's comprehensive and integrated product portfolio can get additional value without having to manage multiple vendors. These SaaS products are part of the AOS platform: o Cloud Backup o Cloud Management o Cloud Governance o Cloud Insights o Cloud Records Policies and Insights o MyHub

Bloomreach transforms the e-commerce landscape through personalization. Its innovative data engine consolidates real-time information about customers and products, enabling businesses to gain insights into true customer desires. By linking this insight across various channels, the e-commerce experience becomes boundless, adapting to customers’ evolving preferences as they shop. Powered by Loomi, Bloomreach's AI platform for e-commerce, this approach opens up countless new avenues for making purchases. The suite of Bloomreach products encompasses Engagement, a marketing automation tool; Discovery, an advanced e-commerce search solution; Content, a headless content management system; and Clarity, which offers AI-driven conversational shopping experiences. With numerous AI patents to its name, the company caters to a diverse array of global brands, including Williams-Sonoma, Bosch, Puma, and Marks & Spencer, illustrating its broad market impact. This comprehensive approach ensures that businesses remain competitive in a rapidly changing digital marketplace.

Having an extensive content repository is beneficial, but its true value diminishes if teams fail to utilize it effectively. Repstor affinity™ addresses this challenge by transforming Microsoft Outlook into the primary interface for content management. Since it is a platform that teams interact with daily, it eliminates the need for them to alter their existing workflows. As a result, this encourages a significant increase in the likelihood that they will consistently archive client-related and project-related content and communications in a location that is readily accessible—the centralized content management repository. Unique in its offering, Repstor affinity™ provides a genuinely native integration with MS Outlook, delivering a smooth user experience for email and document management, regardless of whether users are online or offline. The process of filing emails and content occurs seamlessly in the background, allowing users to effortlessly categorize hundreds of emails associated with projects, cases, or clients simultaneously, all while continuing their work as the emails are uploaded to the content system without interruption. This innovative approach not only boosts productivity but also enhances collaboration within teams, ensuring that vital information is easily accessible whenever needed.

Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems.

Quickly access all pertinent content, no matter where it is stored. By integrating AXtension® Content Gate with your Microsoft Dynamics 365 environment, you can establish a unified source of truth for all organizational content. Designed for every team member, AXtension® Content Gate facilitates efficient management and sharing of content through a centralized platform. With just a single click, you can view all essential content associated with your Microsoft Dynamics 365 applications in one comprehensive overview. Streamline your business processes by implementing a standardized method for storing content swiftly and effectively. Select the storage solution that aligns best with your document needs. Effortlessly add content to AXtension® Content Gate by dragging and dropping files or automatically store them using the API through seamless integration with the Microsoft Power Platform. Ensure the security of your files by managing access to documents according to organizational roles, enhancing both collaboration and confidentiality. This approach not only simplifies content management but also empowers teams to work more efficiently together.

Take control of your entire content lifecycle with Sitecore Content Hub, which offers a comprehensive solution for managing every facet of your marketing content across various channels. This integrated platform provides a centralized location for all your digital assets, media, product information, and other content types. Maximize the power of personalization while effectively managing the content that drives it. Utilize advanced artificial intelligence (AI) and machine learning for efficient content tagging and classification. The system works seamlessly with Sitecore's CMS and commerce solutions, ensuring a smooth user experience. You can plan, schedule, and streamline your content production process through a well-structured methodology. Say goodbye to the hassle of searching through numerous systems to locate the materials you need. Instead, consolidate all your marketing resources within a digital asset management (DAM) solution that perfectly integrates with your CMS. While a robust content management system (CMS) is essential, Sitecore® Experience Platform™ (XP) elevates your capabilities further by incorporating customer data, analytics, and marketing automation tools. This allows you to guide customers along their journey with tailored content that meets their unique needs and preferences, enhancing their overall experience. With these powerful tools at your disposal, your marketing efforts will become more efficient and impactful than ever before.

Iqxora enables businesses to swiftly create and implement applications that enhance customer satisfaction, operational efficiency, and regulatory adherence. In an era characterized by digital upheavals, it is essential for leaders to continuously adapt in order to thrive in a complex and dynamic business environment. Achieving success in this digital landscape requires innovative thinking along with the appropriate digital resources to translate those ideas into actionable results. Iqxora transforms the landscape of Application Development within organizations! With Iqxora, applications can be developed and launched in mere hours or days, rather than the traditional weeks or months! This platform serves as a comprehensive solution for rapid application creation, collaborative content management, and streamlining business processes. Embrace the future of application development and watch your business flourish like never before!